Toni Wander

Financial Advisor at Pearl Planning

Toni Wander is an experienced financial advisor currently serving at Pearl Planning since January 2023. Prior to this role, Toni was a Senior Partner and Wealth Planner at Legacy Wealth Partners from February 2019 to January 2023, and held the position of Vice President of Financial Planning at Old National Wealth Management from September 2014 to February 2019, where Toni led the financial planning group. Toni's earlier experience includes serving as Vice President and Financial Planning Product Manager at United Bank and Trust from September 2010 to September 2014, and working as a Financial Advisor at Plante & Moran, PLLC from September 1998 to September 2010. Educational credentials include a Master of Science in Accounting from Eastern Michigan University, and two Bachelor's degrees in Philosophy and Classical Studies from the University of Michigan, completing studies with Summa Cum Laude honors.

Location

Ann Arbor, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Pearl Planning

Pearl Planning is a wealth management and financial planning practice. It encourages clients to approach their financial decisions with confidence and pride ourselves in offering wealth management for the real world.


Industries

Employees

1-10

Links